John Martin Nicklas

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1990 → Present
  John M. Nicklas, Cpa, Pc
  Laporte, IN
• 07/1998 → 09/2025
  Avantax Investment Services, Inc.
  Laporte, IN
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Titusville, FL

Previous Registrations

• 1999-11-09 → 2025-09-05
  Avantax Advisory Services
  Laporte, IN
  South Haven, MI
  Titusville, FL

Other Businesses

1) John M. Nicklas, CPA, PC~212 Pine Lake Ave~La Ponte~IN~46350~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~5/1/1991~40hrs~8hrs~Financial statement preparation and tax return preparation. 2) Fiduciary Appointment-Trustee~3018 W Small Rd~La Porte~IN~46350~11/15/2019~1 hour per year~less than 1 hour~trustee if the term policy in force is ever exercised. 3)G Larson Kneller Irrevocable Life Insurance Trust; Trustee; Fiduciary Appointment; NIR; 1; 11/15/2019; 3018 W Small Rd La Porte IN 46350; trustee if the term policy in force is ever exercised

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1998-10-02

Other Names

• John Martin Nicklas